Wealth Preservation and Creation

At Mandeville, we are committed to the preservation of wealth for our clients. We understand that significant wealth is traditionally lost by future generations. Our Advisors are devoted to working with families to ensure successful
intergenerational wealth preservation via due diligence and principled investing.

The Wealthy Invest Differently. At Mandeville we understand this and have made it our mission to provide ACCESS to investment opportunities both within the public and private realm that are typically reserved for the affluent and institutional
investor.

Our Strength and Global Reach

As a client of the Mandeville group of companies, you will have ACCESS to the benefits of our family office resources (via Portland Holdings Inc.’s conglomeration), which means you will have the unique opportunity to invest in the
high quality offerings alongside some of the world’s most successful institutions and affluent investors.

Private Investment Opportunities

The largest and most successful institutional investors in the world (i.e.: Canada Pension Plan (CPP) and the Yale Endowment Fund) as well as the world’s wealthiest families create true lasting wealth by investing in a mix
of both public and private investments.

Our goal is to democratize these private investment opportunities for wealth creation, and where appropriate, provide our clients with the same investment techniques used by ultra high net worth and institutional investors.

We encourage our Advisors to independently seek the best and most suitable investment opportunities for their clients. We also provide them with ACCESS to high quality investments that their clients won’t find anywhere else.

Michael Lee-Chin, after borrowing money to purchase shares in Mackenzie Financial stock, used the proceeds of his investment to purchase AIC Limited (AIC) in 1987 for $200,000. By the mid nineties, under Michael’s stewardship,
AIC became Canada’s largest privately held mutual fund company, growing from less than $800,000 in assets under management to more than $15 billion at its peak. In 2017 he became a member of the Order of Ontario, the province’s highest honour, recognizing individuals whose exceptional achievements have left a lasting legacy.

Frank is currently the Director, Senior Vice President and Chief Operating Officer. Prior to joining Mandeville, he was the Chief Financial Officer, Chief Operating Officer and Board Member for Manulife Securities Inc. Frank
was with Manulife Securities and its predecessor companies (Berkshire TWC Financial Group) for over 12 years. Berkshire-TWC Financial Group was one of Canada’s leading Independent wealth management organizations, providing
investment and insurance solutions to Canadians across the country.

Alison, Mandeville’s Chief Compliance Officer. Alison has more than 20 years experience in the financial services industry. She has a demonstrated strength in serving diverse groups; regulators, senior management teams, financial
Advisors and clients. Alison holds a B.A. (Hons.) and B.Ed. and is a Fellow of the Canadian Securities Institute (“FCSI”

Prior to his role in Operations, Michael was Director of Client Administration at Dynamic Funds and Director, Mutual Funds at Dundee Wealth Management. Michael was the Manager of Operations at the former Berkshire Securities
and Berkshire Investment Group Inc. and previous to this; he held a senior role in the Dealer Relations Department at AIC Limited.

Anka is Director of Transition & Advisor Services. She brings with her over 18 years of superior customer service experience in the financial services industry in past key departmental roles in Compliance, Client Services, Operations and Corporate Accounting.

Personalized Care and Customized Solutions

Mandeville is committed to delivering the highest standard of excellence in personalized customer service. Mandeville Advisors take the time to learn about their clients' goals and aspirations and incorporate this knowledge into a customized wealth program that is aligned with the most successful private and institutional investors.

Independence and Excellence

What sets Mandeville apart from other advisors is its pursuit of excellence. Our advisors are independent professionals. This means they enjoy the freedom to recommend only those products and services which are best-suited for their clients. Clients of Mandeville advisors enjoy ACCESS to a distinctly unique lineup of private and alternative investment products.

Persons with Disabilities

If you have any questions about our Customer Service Standards policies, practices and procedures, or require documentation, please email: info@mandevilleinc.com